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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,126 | $102,429+106.1% | $147,096+43.5% | $80,925+160.9% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.7%+25.2pp |
| Annual return | 16.17% | 135.02%-118.9pp | 419.75%-403.6pp | 35.65%-19.5pp |
| Employer contribution / active EE | $2,677 | $3,716-27.9% | $4,936-45.8% | $2,756-2.9% |
| Participant deferral / active EE | $5,207 | $6,649-21.7% | $8,071-35.5% | $4,299+21.1% |
| Admin fee / account holder | $16,638 | $7,957+109.1% | $13,005+27.9% | $6,940+139.7% |